Believe it or not, it's the last day of the second quarter. We already arrive to the second half of what has been an intense year in the technology sector. The Nasdaq 100 is modestly higher right now in the session, but we continue to push consecutive record highs.What is the single catalyst for tech right now. Angelo. Yeah, as you said, certainly a lot has happened in the first half of the year.And maybe the fact that we are hitting all time highs, we see that as a validation of the positive momentum, not ...

Joining us is Brian Reynolds, the chief market strategist at Reynolds Strategy. Brian, great to see you. It's been a while, and I I don't want to fully put words in your mouth, unless I'm saying this correctly, but you're pretty bullish on the market, broadly speaking.So, you just think that the earning season itself is going to disappoint and underwhelm the explain um all of the data points that you're watching. Bullish on financial engineering, which drives stock prices higher, but the fundamentals are ch ...